GI
CWST icon

Gradient Investments’s Casella Waste Systems CWST Stock Holding History

Gradient Investments’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.11M Sell
26,305
-347
-1% -$31.7K 0.03% 256
2026
Q2 		$2.58M Buy
26,652
+932
+4% +$79.6K 0.04% 240
2026
Q1 		$2.04M Buy
+25,720
New +$2.46M 0.03% 249
2019
Q4 		– Sell
-850
Closed -$36K – 1115
2019
Q3 		$36K Buy
+850
New +$36.8K ﹤0.01% 430

Other funds holding CWST

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Gradient Investments's CWST Position: Q3 2026 in Review

Gradient Investments reduced its Casella Waste Systems (CWST) stake by 1.3% in Q3 2026, selling an estimated $31.7K and leaving 26,305 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #256.

Gradient Investments first reported a position in CWST in Q3 2019 and has held it in 4 quarters since. The position peaked at $2.58M in Q2 2026. 15 funds tracked by Wall St. Rank hold CWST as of Q3 2026.

  • Gradient Investments held 26,305 shares of Casella Waste Systems worth $2.11M as of Q3 2026.
  • Gradient Investments sold 347 Casella Waste Systems shares in Q3 2026, an estimated $31.7K.
  • Casella Waste Systems made up 0.03% of Gradient Investments's portfolio in Q3 2026, its #256 holding.
  • Gradient Investments first reported a position in Casella Waste Systems in Q3 2019 and has held it in 4 quarters since.
  • Gradient Investments's Casella Waste Systems position peaked at $2.58M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.